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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,707 | $81,446+382.2% | $103,374+279.9% | $80,874+385.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.28% | 25.57%-11.3pp | 24.89%-10.6pp | 35.62%-21.3pp |
| Employer contribution / active EE | $53,586 | $3,107+1624.6% | $3,869+1284.9% | $2,756+1844.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16,362 | $6,715+143.7% | $8,394+94.9% | $6,935+135.9% |